SOUTHERN TRUST FINANCIAL PLANNING, INC.
Legal name: SOUTHERN TRUST FINANCIAL PLANNING
CRD #131377 SEC #801-70791 SARASOTA, FL 941-308-0041
SEC Registered
Total AUM
$188.6M
Discretionary
$188.6M
Employees
7
Clients
1
Accounts
693
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $188.6M | $188.6M | $0 | 7 | 0 |
| Jun 2020 | $145.7M | $145.7M | $0 | 7 | 0 |
| Mar 2020 | $145.7M | $145.7M | $0 | 7 | 0 |
| Mar 2019 | $109.9M | $109.9M | $0 | 7 | 0 |
| Jul 2018 | $115.4M | $115.4M | $0 | 9 | 0 |
| Mar 2018 | $115.4M | $115.4M | $0 | 9 | 0 |
| Mar 2017 | $95.8M | $95.8M | $0 | 5 | 600 |
| May 2016 | $93M | $93M | $0 | 4 | 400 |
| Mar 2016 | $93M | $93M | $0 | 4 | 400 |
| Mar 2015 | $90.7M | $90.7M | $0 | 4 | 400 |
| Mar 2014 | $91.9M | $91.9M | $0 | 4 | 400 |
| Mar 2014 | $91.9M | $91.9M | $0 | 4 | 400 |
| Mar 2013 | $92M | $92M | $0 | 4 | 400 |
| May 2012 | $92M | $92M | $0 | 6 | 400 |
| Mar 2012 | $92M | $92M | $0 | 6 | 400 |
| Dec 2010 | $33.1M | $33.1M | $0 | 10 | -- |
DateMar 2021
Total AUM$188.6M
Discretionary$188.6M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$145.7M
Discretionary$145.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$145.7M
Discretionary$145.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$109.9M
Discretionary$109.9M
Non-Disc.$0
Employees7
Clients0
DateJul 2018
Total AUM$115.4M
Discretionary$115.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$115.4M
Discretionary$115.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2017
Total AUM$95.8M
Discretionary$95.8M
Non-Disc.$0
Employees5
Clients600
DateMay 2016
Total AUM$93M
Discretionary$93M
Non-Disc.$0
Employees4
Clients400
DateMar 2016
Total AUM$93M
Discretionary$93M
Non-Disc.$0
Employees4
Clients400
DateMar 2015
Total AUM$90.7M
Discretionary$90.7M
Non-Disc.$0
Employees4
Clients400
DateMar 2014
Total AUM$91.9M
Discretionary$91.9M
Non-Disc.$0
Employees4
Clients400
DateMar 2014
Total AUM$91.9M
Discretionary$91.9M
Non-Disc.$0
Employees4
Clients400
DateMar 2013
Total AUM$92M
Discretionary$92M
Non-Disc.$0
Employees4
Clients400
DateMay 2012
Total AUM$92M
Discretionary$92M
Non-Disc.$0
Employees6
Clients400
DateMar 2012
Total AUM$92M
Discretionary$92M
Non-Disc.$0
Employees6
Clients400
DateDec 2010
Total AUM$33.1M
Discretionary$33.1M
Non-Disc.$0
Employees10
Clients--